Streamlined

Link your store, choose which orders to import, and decide when invoices go out.

Connect Shopify

What comes in from Shopify, what goes back, the customer fields Streamlined adds to Shopify, and the settings you control.

See what syncs between Shopify and Streamlined

See which Shopify orders become draft invoices, how their terms carry over, and how to issue them automatically.

Issue invoices from Shopify orders

Make changes in Shopify so they stay on the invoice, and re-sync an invoice that's out of date.

Edit an order that came from Shopify

See what each side records when a Shopify invoice is paid, and what to do when they don't match.

Sync payments with Shopify

What a cancellation or refund in Shopify does to the invoice, and where to issue a refund.

Cancel or refund a Shopify order

Find out why a Shopify order didn't import, sync it in, and what to do when a sync looks stuck.

Bring in a missing Shopify order

Connect Shopify, and how orders, payments, and refunds sync.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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